Daniel Cohen
Financial Adviser at 5 Financial | Sydney, New South Wales, Australia
Daniel Cohen’s Email & Phone Number
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Daniel Cohen serves as a Financial Adviser at 5 Financial, leveraging fifteen years of industry tenure that includes five years in direct client advisory roles. Based in Sydney, Australia, he applies a highly personalized methodology alongside bespoke planning frameworks to optimize client wealth and daily living outcomes. An alumnus of Deakin University, he partners with 5 Financial to guide professionals and executives through complex financial transitions without relying on standardized templates.
BEST APPROACH TO REACH Daniel Cohen
Initiate contact via personal email using the directoryโs highest-scoring verification path, focusing your opening message on how his bespoke, life-centered planning methodology aligns with current wealth management needs for peak-earning executives in Sydney.
Financial Adviser at 5 Financial in March 2023 - Present
Senior Financial Adviser at AFPG - Australian Financial Planning Group in October 2021 - March 2023
Financial Adviser at AFPG - Australian Financial Planning Group in August 2020 - October 2021
Senior Associate & Mortgage Broker at AFPG - Australian Financial Planning Group in June 2019 - August 2020
Mortgage Broker at Mortgage Australia Group in December 2016 - May 2019
Founder & Director at First Home Buyers Australia - FHBA in July 2015 - June 2018
Financial Planner at Fifteen Hundred Financial Strategists in August 2014 - August 2015
Associate Adviser at Prime Financial Group Ltd in August 2011 - July 2014
Retail Banking at Commonwealth Bank in June 2010 - July 2011
Accounting Cadet at CIB Accountants & Advisers in November 2007 - July 2009
Deakin University, July 2026
Kaplan Professional, Certificate IV in Finance & Mortgage Broking, July 2026
Western Sydney University, Bachelor of Financial Advising, July 2026
๐ฌ๐ผ๐'๐๐ฒ ๐๐ฝ๐ฒ๐ป๐ ๐๐ฒ๐ฎ๐ฟ๐ ๐ฏ๐๐ถ๐น๐ฑ๐ถ๐ป๐ด ๐ฎ ๐๐๐ฐ๐ฐ๐ฒ๐๐๐ณ๐๐น ๐ฐ๐ฎ๐ฟ๐ฒ๐ฒ๐ฟ ๐ฎ๐ป๐ฑ ๐ฎ๐ฐ๐ฐ๐๐บ๐๐น๐ฎ๐๐ถ๐ป๐ด ๐๐ฒ๐ฎ๐น๐๐ต. ๐ก๐ผ๐ ๐ถ๐'๐ ๐๐ถ๐บ๐ฒ ๐๐ผ ๐บ๐ฎ๐ธ๐ฒ ๐๐๐ฟ๐ฒ ๐ถ๐'๐ ๐๐ฟ๐๐น๐ ๐๐ผ๐ฟ๐ธ๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐๐ผ๐. For over 35 years, we've helped professionals, executives, and couples in their peak earning years do more with what they have and feel genuinely confident about where they're headed. At 5 Financial, we work with people who've worked hard to build wealth but are ready to stop managing the complexity alone. They want a trusted partner who listens, gives straight answers, and builds a plan around their life, not a template. Our clients typically have financial lives that span investments, property, business, tax, and retirement planning. That's why we bring it all together under one roof: wealth management, tax and advisory, and mortgage and finance broking. Working as one integrated team, always with your best interests at the centre. What sets us apart isn't just our advice. It's the relationship. Many of our clients have been with us for decades. They call us when life changes or when opportunities arise. We're their advisers, their sounding board, and often, their oldest financial ally. If you're asking yourself: "Am I on track? Could I be doing more with what I have? Am I missing opportunities?" those are exactly the questions we help answer. We're not for everyone. We choose to work with clients who value strategic thinking, personalised advice, and a long-term partnership. Our benchmark is simple: to deliver at least twice the value of our fees. ๐ช๐ต๐ฒ๐ป ๐๐ผ๐'๐ฟ๐ฒ ๐ฐ๐น๐ฒ๐ฎ๐ฟ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น๐น๐, ๐น๐ถ๐ณ๐ฒ ๐ณ๐ฒ๐ฒ๐น๐ ๐ฏ๐ฒ๐๐๐ฒ๐ฟ.
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๐นFinance Broker | ๐นHere to Help | ๐นGenuine Connections | ๐นSimple, Smart Solutions | ๐นRelationships that Last |๐นDiploma in Finance and Mortgage Broking
As Finance Broker at 5 Financial, I help professionals and business owners make smarter, more strategic lending decisions - whether itโs securing a home loan, growing a business, or restructuring for better outcomes. My goal is always the same: to ensure finance is aligned w...
Associate Adviser - 5 Financial
Associate Adviser at 5 Financial
(Feb 2026 โ Present)
What is Daniel Cohen Cfp(r) email address?
Email Daniel Cohen Cfp(r) at [email protected] and [email protected]. This email is the most updated Daniel Cohen Cfp(r)'s email found in 2026.
What is Daniel Cohen Cfp(r) phone number?
Daniel Cohen Cfp(r) phone number is +61430067999.
How to contact Daniel Cohen Cfp(r)?
To contact Daniel Cohen Cfp(r) send an email to [email protected] or [email protected]. If you want to call Daniel Cohen Cfp(r) try calling on +61430067999. (updated on December 08, 2025)
What company does Daniel Cohen work for?
Daniel Cohen works for 5 Financial.
What is Daniel Cohen's role at 5 Financial?
Daniel Cohen is Financial Adviser
What industry does Daniel Cohen work in?
Daniel Cohen works in the Financial Services industry.
